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Chapter 1: What is HPE Discover Las Vegas 2026 about?
Well, welcome to Las Vegas, Sam.
Welcome to Las Vegas, Michael. Welcome to the U.S.
Sam, it's so lovely to see you in person again.
Thank you, Michael. And very much the same to you. It's always nice to be in the same place when we record.
Yeah, I agree. And if our listeners would like to see the place themselves, they should check us out wherever they watch their podcasts because this episode is also being released as a video.
And trust us, you absolutely do not want to miss out on what we have got planned. So, Michael, shall we get on with it?
For sure. I'm Michael Bird.
I'm Sam Jarrell, and welcome to Technology Now from HP Discover Las Vegas 2026.
We are back for HP Discover Las Vegas 2026.
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Chapter 2: How is HPE responding to changes in the tech industry?
I think it has been more than 150 gigawatts of power being announced. And when you think about that, when it's all built, it will be, you know, 50 million GPUs very easily. And that will basically train these frontier models. We're all used to it. And those frontiers model will change the world forever. That's why we talk about power in the industrial revolution.
On the other hand, you have enterprises' accelerated adoption. And the way we know that is because the amount of influence is growing very, very rapidly. But ultimately, it's about becoming an agentic enterprise. What that means, means using AI to change the way you work. So AI will be embedded in everything we do, in your workflows, in your functions.
And the reality is that the workforce now is not going to be just employees, it will be agents. And those agents have a cost, but it will have a knowledge that we haven't imagined before. So we have to manage both an extended workforce with agentic AI, and also we have to manage cost and compliance and security, and that needs to be wrapped with the right governance.
Have you seen actually buying habits have changed?
Yeah, I mean, we see it ourself, right? So when we think about our company, we already have 1,200 use cases using a GenTech AI, of which 250 are already in production. But the demand is growing every day because the organization understood that this has the power to change the way you work. So they are not worried anymore about it's going to replace my job.
It's more about how use AI to my own benefit and for the benefit of the company. And we see the results of that. I give you a great example. When I do My operational reviews every week, what used to take three, four days in finance to prepare for that review, now it's a push of a button. And actually, I get better articulation of the data, better visualization, and honestly, more transparency.
In your keynote, and as you mentioned, you discussed the rise of agentic enterprise. What are the most important enablers for enterprises to become agentic?
Well, first of all, you have to have a robust foundation, right? So it's like building a house. If you don't have the right foundation, everything else just crumbles. And we believe that foundation is networking because you have to connect all your applications, all your data, all your models in a secure, governed way.
And so networking is actually the core foundation, but also can be the bottleneck because... These models are expensive. And so if you don't maximize the utilization of the model and the GPUs, you're actually wasting resources. So that's number one. Number two, obviously you have to have the right governance and the right scale and the right data.
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Chapter 3: What major announcements were made at HPE Discover?
Think about factory floors with robotics. You cannot experience that latency in the models. Think about hospitals where decisions needs to be put in the hand of the doctors using AI models with MRI machines and all the type of machinery. to provide better care. And look, there is a lot of robotics surgery taking place these days. Experience is at the edge in the hospitalities, right?
So a lot of data is generated, but instant gratification. So that's why a lot of the inference will be done in distributed environments, but fundamentally is a hybrid model where both training inference will live and coexist in centralized environment and in a distributed environment at the edge.
I mean, that concept of latency is really interesting because I suppose there's a connectivity conversation there as well.
That's right. And that's why the networking is the core fabric by which we enable the deployment of AI.
Yeah. So when we last met at Davos, I think one of the big topics was around sovereignty. And are you seeing that? I mean, has that changed? Are you having more conversations around sovereignty?
Absolutely. And at HP Discover, we announced a number of sovereign solutions so that the sovereign AI clouds can be deployed faster.
Certifications, you know, regulations that are built inside this GreenLake cloud allows you to deploy, whether it's an air gap or northern gap, with a peace of mind that you are in compliance with those regulations, which is a big effort because to do that yourself takes so much work and so much effort. And so we build it at the core inside the fabric of the solution itself.
But I have to say there is 10 to 12 customers around the globe, countries, that have the capabilities to deploy this at scale, and the conversations are accelerating, and the build-out of data center is also accelerating.
Yeah, and I think sovereignty can sometimes mean different things to different people. When you speak to customers, what do they mean by sovereignty?
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Chapter 4: How is AI influencing organizational infrastructure?
And I believe, you know, over the next six months, the private and public sector have to come together much more tighter than ever before. And so there is a lot of anxiety being built around. But that anxiety can be managed by the two sides coming together and be able to solve these problems before they happen.
So to me, that's an exciting opportunity because we can advance society to levels we haven't seen before. And transparency is key because the one thing we need to address is trust. If trust is not built, it doesn't matter. You know, everything will fall apart very, very quickly. And so for me, it's how we build trust, not just within the business community, but within the consumer, the society.
But right now we are kind of in the transition phase, a little like the dating phase. But there is a lot of work to be done.
Antonio, thank you so much for your time. I hope you enjoyed the setting.
Yeah, it was amazing and I want to thank the crew and the driver here. Grazie mille, grazie mille. So we can have fun. Yeah, thank you.
Okay, that brings us to the end of Technology Now for this week. Thank you to our guest, Antonio Neri. And of course, to our listeners, thank you so much for joining us.
Yes, and if you've enjoyed this episode, please do let us know. Rate and review us wherever you listen to episodes. And if you want to get in contact with us, send us an email to technologynowathp.com. Subject line?
Gondola ride.
Subject line, gondola ride. And don't forget to subscribe so you can listen first every week. Technology Now is hosted by Sam, Jarrell and myself, Michael Bird. And this episode was produced by Harry Lampert and Eva Higginbotham with production support from Alicia Kempson-Taylor, Becky Bird, Elissa Mitri and Janessa Ayosh.
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